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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

733 hedge funds and large institutions have $14.1B invested in Schwab US Large- Cap ETF in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 266 increasing their positions, 301 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+7
Holders Change %
+0.96%
% of All Funds
14.83%
Holding in Top 10
151
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.59%
% of All Funds
3.05%
New
58
Increased
266
Reduced
301
Closed
40
Calls
$1.17M
Puts
$1.86M
Net Calls
-$692K
Net Calls Change
-$2.25M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$100M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$46.4M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$45.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$38.9M
5
BCI
Brinker Capital Investments
Pennsylvania
+$27.2M

Top Sellers

1
SEI Investments
SEI Investments
Pennsylvania
-$75.6M
2
PA
Planning Alternatives
Michigan
-$22.3M
3
GC
Gratus Capital
Georgia
-$16.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$12.6M
5
FMP
Financial Management Professionals
Texas
-$9.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
501
Realta Investment Advisors
Delaware
$507K -$6.21K -462 -1%
CIM
502
Contravisory Investment Management
Massachusetts
$490K -$162K -12,090 -25%
LBD
503
Landsberg Bennett & Dubbaneh
Florida
$489K +$489K +36,672 New
MCM
504
Maryland Capital Management
Maryland
$488K +$488K +36,294 New
ANTB
505
AMG National Trust Bank
Colorado
$483K – – –
RCAG
506
Rehmann Capital Advisory Group
Michigan
$477K – – –
WC
507
Wealth CMT
New Jersey
$474K -$22.3K -1,662 -4%
CPIG
508
Chicago Partners Investment Group
Illinois
$474K +$124K +9,186 +35%
OFS
509
Oldfather Financial Services
Nebraska
$473K -$15.9K -1,134 -3%
GIA
510
GHP Investment Advisors
Colorado
$470K +$11.4K +846 +2%
ZIM
511
Zacks Investment Management
Illinois
$469K – – –
SIM
512
Sadoff Investment Management
Wisconsin
$466K +$466K +34,668 New
BC
513
Barnett & Company
Tennessee
$464K +$484 +36 +0.1%
BFC
514
Bedel Financial Consulting
Indiana
$459K – – –
AFA
515
American Financial Advisors
Georgia
$456K -$9.6K -714 -2%
TWA
516
TCI Wealth Advisors
Arizona
$456K +$81 +6 +0%
KAS
517
Kestra Advisory Services
Texas
$455K +$455K +534 New
BPB
518
Badgley, Phelps & Bell
Washington
$448K – – –
BAM
519
Barrett Asset Management
New York
$442K -$7.66K -570 -2%
SPP
520
Single Point Partners
Massachusetts
$437K – – –
PAS
521
Park Avenue Securities
New York
$435K +$435K +32,340 New
HIC
522
Hartline Investment Corp
Illinois
$431K -$5.64K -420 -1%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$430K +$15.6K +1,158 +4%
MIC
524
Means Investment Company
Maine
$423K – – –
RWA
525
River Wealth Advisors
Pennsylvania
$418K +$14.4K +1,074 +4%
19 20
21
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